Strategic Financial Partners, Ltd. - Portfolio overview

Strategic Financial Partners, Ltd. has 89 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 15.89%
2. SPYM - SPDR SERIES TRUST, 15.80%
3. SPYV - SPDR SERIES TRUST, 7.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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